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Shire plc Message Board

blackoutbuzz 659 posts  |  Last Activity: 3 hours ago Member since: Apr 26, 2001
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  • Reply to

    AZPN Down In Big Volume BEFORE Earnings Released

    by adiaz618 Jan 22, 2015 3:50 PM
    blackoutbuzz blackoutbuzz Jan 22, 2015 8:58 PM Flag

    Here's the real reason for the drop, not the BS version by the wizzer

    @@@@@Analyst Actions: Aspen Technology Shares Down More Than 6% After JPMorgan Cuts Rating To Underweight 02:57 PM EST, 01/22/2015 (MT Newswires) -- Aspen Technology (AZPN) shares fell more than 6% Thursday after JPMorgan cut the software company to underweight from neutral. Recently, shares of Aspen Technology were down 6.5%, or $2.25, to $32.23 on volume of 1.3 million shares. Average daily volume is 788,918 shares. The stock is trading near the low end of its 52-week range of $31.57 to $48.39.

  • blackoutbuzz blackoutbuzz Jan 22, 2015 7:30 PM Flag

    ----One of the largest driving factors in reducing cost will be the adding of pipelines, Keystone will be passed, and the demand for steel pipe will go through the roof.----

    Yeah, that huge demand for steel pipe must be why X is idling pipe manufacturing plants

    Jan 21 (Reuters) - United States Steel Corp said on Wednesday it would idle plants in Illinois and Indiana, resulting in the layoff of 545 people, due to weak demand from the oil industry. The step comes after the company announced earlier this month it would idle its pipe manufacturing plant in Lorain, Ohio and lay off 614 workers.

  • blackoutbuzz blackoutbuzz Jan 22, 2015 7:09 PM Flag

    You just know it's a done deal when the lawsuits go flying. #$%$ em all.

  • Reply to

    $93.80 Buyout

    by freshbone1 Jan 22, 2015 10:51 AM
    blackoutbuzz blackoutbuzz Jan 22, 2015 1:38 PM Flag

    I'm in... any details on the estimated close date?

  • Reply to

    New agreement with Sumitomo

    by rendog1 Jan 21, 2015 4:12 PM
    blackoutbuzz blackoutbuzz Jan 22, 2015 10:30 AM Flag

    I'm guessing it's because lighting does not involve creation of pixel-size patterns which requires high resolution printing, but rather a much simpler blanket film deposition using spin-coating method (or maybe via inkjet operated in a continuous 'spray-on' mode if that's possible).

  • Reply to

    guess it is just a loss of confidence

    by herjrr Jan 21, 2015 12:49 PM
    blackoutbuzz blackoutbuzz Jan 21, 2015 9:04 PM Flag

    Management absolutely has a credibility problem, but that said, many analysts suffer from the same problem.

    I would expect that finance personnel inside the company will produce a more reliable analysis of the company's financial situation and forecasts than any analysts on the outside trying to look in. How the CEO/CFO act on that information and what they choose to publicly disclose is where the issue of credibility arises.

  • Reply to

    OLED signs licensing agreement with Sumitomo

    by aswmiso Jan 21, 2015 4:14 PM
    blackoutbuzz blackoutbuzz Jan 21, 2015 7:38 PM Flag

    Search P2OLED. Basically, the method enables the emitter molecules to be deposited via inkjet printing or spin-on coating using liquid solutions in which the phosphorescent emitter molecules are dissolved. The current deposition techniques involve physical evaporation of the emitting material under vacuum conditions.

  • Reply to

    OLED signs licensing agreement with Sumitomo

    by aswmiso Jan 21, 2015 4:14 PM
    blackoutbuzz blackoutbuzz Jan 21, 2015 4:35 PM Flag

    Two keywords... Lighting and Solution-Based

    @@@@@Under the agreement, Universal Display has granted Sumitomo Chemical non-exclusive license rights, under various patents owned or controlled by Universal Display, to manufacture and sell solution-processed organic light emitting diode (OLED) lighting products. Under the agreement, Universal Display has granted Sumitomo Chemical non-exclusive license rights, under various patents owned or controlled by Universal Display, to manufacture and sell solution-processed organic light emitting diode (OLED) lighting products.

  • blackoutbuzz blackoutbuzz Jan 21, 2015 3:13 PM Flag

    I also held shares in CREE for a very long time and I agree with pretty much everything you said. Funny, a year ago you seemed a lot more bullish, whereas my confidence in the firm has eroded over the last couple of years and I have disposed of most of my holdings. The LED revolution is well upon us and CREE is not capitalizing on it. Looks like that creamer guy called it right with AYI.

    I concur it's time for a change, but unfortunately, with these latest results, institutional investors probably won't push for it. This quarter results and guidance was pretty much the worst possible outcome and the stock will likely stagnate for another 3 months now..

  • Reply to

    MO or PM

    by redshirtsophomore Jan 15, 2015 2:19 PM
    blackoutbuzz blackoutbuzz Jan 20, 2015 7:22 PM Flag

    With IMT.L set to move into USA with the acquisition of assets from the RAI-LO combination, I would expect VGR to be a logical path for IMT.L to further expand into the US market. Been thinking maybe I should sell some RAI or LO shares and buy VGR to cover that base. Do you think they will become a takeover target?

  • blackoutbuzz by blackoutbuzz Jan 20, 2015 6:41 PM Flag

    should see a good bump if SMCI's results today are any indication

    @@@@@Super Micro Computer (NASDAQ:SMCI) late Tuesday handily beat Wall Street fiscal second-quarter estimates as the quick-to-market server market grabs share from larger rivals. The San Jose, Calif.-based server maker reported an 86% rise in earnings per share minus one-time items, to 65 cents, beating consensus for 47 cents. The gain came on a 41% hike in revenue to $503 million, vs. views for $467.9 million.

  • blackoutbuzz blackoutbuzz Jan 20, 2015 6:34 PM Flag

    My post was directed more at the comments by your twin whbuncensored, who posted "When an unprofitable company with debts pays a dividend, its directors
    are transferring money to shareholders that the company didn't earn
    leaving creditors with less security."

    Firstly... the company was highly profitable from 1997 through 2008 and well within their rights to pass on earnings to shareholders. In the downturn and tanker glut that followed, the firm chose to issue shares to continue to pay out dividends to meet the needs of the shareholder base that holds the stock for income (which I expect forms the majority and so justified as well). Contrary to your pal's assertion, the dilution did not adversely affect creditors but rather, was to the detriment of short-term shareholders, if anyone at all. I expect NAT to gradually buy back shares as the tanker business recovers.

    You and your twin have no place here. Get lost.

  • Reply to

    What Does this Company do Anyway ?

    by bustabords1 Jan 20, 2015 4:36 PM
    blackoutbuzz blackoutbuzz Jan 20, 2015 5:51 PM Flag

    They used to make servers but apparently there's no money in that hahaha.

    @@@@@Super Micro Computer (NASDAQ:SMCI) late Tuesday handily beat Wall Street fiscal second-quarter estimates as the quick-to-market server market grabs share from larger rivals. The San Jose, Calif.-based server maker reported an 86% rise in earnings per share minus one-time items, to 65 cents, beating consensus for 47 cents. The gain came on a 41% hike in revenue to $503 million, vs. views for $467.9 million.

  • Reply to

    20 Millions shorts to cover.

    by shibleequreshi2000 Jan 20, 2015 5:02 PM
    blackoutbuzz blackoutbuzz Jan 20, 2015 5:45 PM Flag

    If I was short (and actually I'm long and have been for many years but with a much smaller position now), I would see no reason to cover here. Results are far from spectacular, and guidance is mediocre in a space that is growing very quickly.

  • If CREE had produced a massive beat and very strong guidance, investors would conclude that management had successfully addressed the failures of their sales division.

    If they had badly missed and guided down again, institutional investors would conclude that management was completely inept at the job of running and growing this business and pressure the BOD to force them out and bring in new leaders.

    Instead, investors are faced with the worst possible outcome... tepid growth forecasts and continuing nagging doubts about the ability of the existing management to deliver results while competitors like AYI capture increasing share of the fast-growing led lighting market at CREE's expense. How long will this saga drag on?

  • blackoutbuzz blackoutbuzz Jan 20, 2015 4:44 PM Flag

    I have no more confidence in management. As far as the results go, these numbers don't move the dial, irrespective of how they compare with analysts' figures. IMO, the company has to deliver solid and consistent 20+% growth to convince investors that CREE is capitalizing on the LED boom. I don't see that in the guidance... do you?

  • blackoutbuzz blackoutbuzz Jan 20, 2015 4:18 PM Flag

    I don't really see a lot to get excited about in the results and guidance. Actually, I was kinda hoping CREE would miss badly so this very mediocre management team would be ousted. Instead, it appears they'll get to stay on.

  • Reply to

    Long Term Options

    by abqnorseman Jan 20, 2015 12:31 PM
    blackoutbuzz blackoutbuzz Jan 20, 2015 1:31 PM Flag

    Huh?? I see zero activity on 30 strike options expiring Jan 2016... in fact very quiet right across all 2016 strikes.

  • blackoutbuzz blackoutbuzz Jan 20, 2015 1:16 PM Flag

    And how much did NAT earn since 1997? How much did NAT raise from secondary equity offerings in that time? Has NAT ever failed to pay interest or the face amount on any debt they have issued since 1997? Sheesh.

  • Reply to

    MO on fire up 2.50%

    by notsoobviousman1 Jan 20, 2015 9:33 AM
    blackoutbuzz blackoutbuzz Jan 20, 2015 11:21 AM Flag

    RAI is smokin' hot too

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